Xero Consultants
Get More Out of Xero With the Right Support
Xero is one of the best accounting tools available for small and medium businesses, but like any software, it’s only as good as the way it’s set up and used. A lot of businesses are running Xero without getting anywhere near its full potential, which means time wasted on manual processes, reports that don’t tell the full story, and numbers that are harder to trust than they should be.
At Elevate CA, we’re experienced Xero consultants who help businesses set up, optimise, and get the most out of Xero. Whether you’re brand new to Xero or you’ve been using it for years and suspect things could be running better, we can help.
Talk to us about getting your Xero working properly.
Xero Setup and Migration
Getting Xero set up correctly from the start makes everything easier going forward. We handle the full setup process, from configuring your chart of accounts and tax settings to connecting your bank feeds and making sure everything is structured to suit your business.
If you’re moving across from another accounting system, we manage the migration so your historical data comes across cleanly and nothing gets lost in the process. We make sure you’re ready to go from day one, with a system that works the way your business works.
Xero Training
Xero is intuitive, but there’s a difference between knowing how to enter invoices and actually understanding what your numbers are telling you. We provide practical, hands-on training tailored to your business and your team, so you’re confident using Xero day to day and getting the information you need out of it.
Training can be one-on-one or for your wider team, and we work at a pace that suits you. We focus on what’s relevant to your business rather than running through features you’ll never use.
Ongoing Xero Support
Questions come up. Things change. Staff turn over and new people need to get up to speed. Our ongoing Xero support means you’ve always got someone to call when you need a hand, without having to log a ticket with a helpdesk and wait days for a response.
We’re your local Xero experts, and we’re available when you need us. Whether it’s a quick question or something more involved, we’ll sort it out and make sure your books stay in good shape.
Xero Health Checks
If you’ve been using Xero for a while but aren’t sure everything is set up correctly, a Xero health check is a good place to start. We review your Xero file, identify any issues with your setup or data, and give you a clear picture of what’s working well and what could be improved.
A health check can uncover coding errors, bank reconciliation issues, incorrect tax settings, and other problems that quietly cause headaches down the track.
Add-Ons and Integrations
Xero connects with a wide range of third-party apps that can streamline everything from invoicing and payroll to inventory management and job tracking. We can help you identify which add-ons make sense for your business, get them set up and integrated properly, and make sure they’re talking to Xero the way they should be.
Getting the right tools working together can save your business significant time and give you a much clearer picture of how things are running.
Ready to get more out of Xero? Get in touch with the Elevate CA team today.